Our Services
The Total Package
Our top-tier service, designed for clients looking for ongoing financial planning and support.
Crafted for those who value a long-term financial relationship, our full-service Wealth Management and Financial Planning service offers a holistic approach that nurtures your financial growth in an inclusive environment. We start with customized education and progress through detailed personal planning and accountability, fostering a landscape where every client's financial dreams can thrive. With each step, you receive straightforward, actionable advice within a dynamic roadmap underpinned by frequent check-ins and steadfast support as we focus on growing your wealth. This all-encompassing service not only addresses immediate financial concerns but also prepares you for future opportunities and challenges. Ready to turn your financial goals into a lifestyle? Let's cultivate your financial success together, building a legacy of wealth and security in a diverse and thriving community.
Crafted for those who value a long-term financial relationship, our full-service Wealth Management and Financial Planning service offers a holistic approach that nurtures your financial growth in an inclusive environment. We start with customized education and progress through detailed personal planning and accountability, fostering a landscape where every client's financial dreams can thrive. With each step, you receive straightforward, actionable advice within a dynamic roadmap underpinned by frequent check-ins and steadfast support as we focus on growing your wealth. This all-encompassing service not only addresses immediate financial concerns but also prepares you for future opportunities and challenges. Ready to turn your financial goals into a lifestyle? Let's cultivate your financial success together, building a legacy of wealth and security in a diverse and thriving community.
Annual Cost: We charge an advisory fee based on the market value of the assets under management for ongoing financial planning and investment advisory services.
Fees are calculated as follows:
Fees are calculated as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $600,000 | $6,000 |
| $600,001 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 and above | 0.45% |
Project Work
Target your specific financial goals with our specialized project-based service.
Whether you're eyeing a major purchase or aiming to maximize your savings, our project-based personal guidance is tailored to meet your unique needs. The process begins with a detailed data-gathering session, followed by an in-depth strategy meeting to develop a plan unique to your financial landscape. This service provides precise, actionable advice designed to streamline your path to success, supported by our commitment to nurturing your growth and ensuring your well-rounded financial health. This is your secret weapon for making bold and brilliant financial decisions and your go-to for stellar financial advice that lands just right.
Whether you're eyeing a major purchase or aiming to maximize your savings, our project-based personal guidance is tailored to meet your unique needs. The process begins with a detailed data-gathering session, followed by an in-depth strategy meeting to develop a plan unique to your financial landscape. This service provides precise, actionable advice designed to streamline your path to success, supported by our commitment to nurturing your growth and ensuring your well-rounded financial health. This is your secret weapon for making bold and brilliant financial decisions and your go-to for stellar financial advice that lands just right.
Cost: $1650+ Based on services we discuss.
